See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,156 | $74,927+220.5% | $101,794+135.9% | $84,808+183.2% |
| Participation rate | 20.0% | 61.4%-41.4pp | 69.2%-49.2pp | 68.3%-48.3pp |
| Annual return | 16.75% | 18.70%-1.9pp | 30.53%-13.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $445 | $1,522-70.8% | $2,289-80.6% | $2,631-83.1% |
| Participant deferral / active EE | $3,826 | $3,099+23.5% | $4,084-6.3% | $4,212-9.1% |
| Admin fee / account holder | $1,062 | $6,514-83.7% | $8,777-87.9% | $7,344-85.5% |